Meet Our Experts

Every relationship we build reflects the experience, integrity and dedication of our team. Take a closer look at the collective knowledge and expertise committed to your financial security. Our fee-only planners are committed to our client's needs and priorities.

Marty Kurtz, CFP® - Founder/Sr. Financial Planner
Quad Cities Read bio

Marty Kurtz, CFP®

Founder/Sr. Financial Planner

Certified Financial Planner™
Eric Kies, CFP® - President/CCO/Sr. Financial Planner
Quad Cities Read bio

Eric Kies, CFP®

President/CCO/Sr. Financial Planner

Certified Financial Planner™
Cicly Maton
Chicago Read bio

Cicily Maton, CFP®, CeFT®

Sr. Financial Planner

Certified Financial Planner™
John Longstaff, CFP® - Sr. Financial Planner
Fresno Read bio

John Longstaff, CFP®

Sr. Financial Planner

Certified Financial Planner™
Michelle Maton, CFP®, CeFT® - Sr. Financial Planner
Chicago Read bio

Michelle Maton, CFP®, CeFT®

Sr. Financial Planner

Certified Financial Planner™
Michael Branham, CFP® - Sr. Financial Planner
Alaska, Twin Cities Read bio

Michael Branham, CFP®

Sr. Financial Planner

Certified Financial Planner™
Jude Boudreaux
Chicago, New Orleans Read bio

H. Jude Boudreaux, CFP®

Sr. Financial Planner

Certified Financial Planner™
Matthew Sivertsen, CFP®, CeFT® - Sr. Financial Planner
Quad Cities Read bio

Matthew Sivertsen, CFP®, CeFT®

Sr. Financial Planner

Certified Financial Planner™
Andrew Sivertsen, CFP®, CeFT® - Sr. Financial Planner
Quad Cities Read bio

Andrew Sivertsen, CFP®, CeFT®

Sr. Financial Planner

Certified Financial Planner™
JJ Sessions, CFP® - Sr. Financial Planner
Fresno, Twin Cities Read bio

JJ Sessions, CFP®

Sr. Financial Planner

Certified Financial Planner™
Nancy Gruenhagen, CPA - Sr. Tax Advisor
Quad Cities Read bio

Nancy Gruenhagen, CPA

Sr. Tax Advisor

Certified Public Accountant
Marty Martin
Chicago Read bio

Wm. Marty Martin, PsyD

Psychologist

Rob Baner, CPA - Tax Advisor
Quad Cities Read bio

Rob Baner, CPA

Tax Advisor

Certified Public Accountant
Matt Knoll, CFP® - Sr. Financial Planner
Quad Cities Read bio

Matt Knoll, CFP®

Sr. Financial Planner

Certified Financial Planner™
Amber Miller
Twin Cities Read bio

Amber Miller, CFP®, CSRIC™

Sr. Financial Planner

Certified Financial Planner™
Matt Mercer - Operations Manager
Quad Cities Read bio

Matt Mercer

Operations Manager

Amy Tessmer, CPA - Chief Financial Officer
Quad Cities Read bio

Amy Tessmer, CPA

Chief Financial Officer

Certified Public Accountant
Latrenda Dixon - Sr. Accountant
Quad Cities Read bio

Latrenda Dixon

Sr. Accountant

Anina De Tommaso
Chicago Read bio

Anina De Tommaso, FPQP™

Financial Paraplanner Qualified Professional

Kelsi Vos, FPQP™ - Financial Planning Specialist
Twin Cities Read bio

Kelsi Vos, FPQP™

Financial Planning Specialist

Lena Parrish, FPQP™ - Client Services Specialist
Quad Cities Read bio

Lena Parrish, FPQP™

Client Services Specialist

Nancy Caldie
Chicago Read bio

Nancy Caldie

Client Relationship Manager

Marissa Feehan - Client Relationship Manager
Quad Cities Read bio

Marissa Feehan

Client Relationship Manager

Abney Fortino - Tax Analyst
Quad Cities Read bio

Abney Fortino

Tax Analyst

Kathi Parrish, FPQP™, CRPS - Financial Paraplanner Qualified Professional
Quad Cities Read bio

Kathi Parrish, FPQP™, CRPS

Financial Paraplanner Qualified Professional

Amanda Deeb
New Orleans Read bio

Amanda Deeb

Client Relationship Manager

Sandra Foley - Client Relationship Manager
Fresno Read bio

Sandra Foley

Client Relationship Manager

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

100 Percent
Independent

Objectivity

We listen and keep an open mind

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

50
Year Vision

Forward Looking

We make decisions with future generations in mind

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